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Page 1: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 2: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 3: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 4: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 5: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

5

Page 6: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

/

5% 95%

Page 7: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 8: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 9: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

1.

2.

3.

Page 10: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

(ROI)

ROI

1

Page 11: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

1.

2.

Page 12: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 13: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

2007

2012

2018

30

16 IPO

6.2

25.6%

18

21 35

2007

2012

2018

30

16 IPO

6.2

25.6%

18

21 35

Page 14: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

2012 4000 60

2800

60 2

2012

32,000

KPI

4 15

600 10,000

14 10

10

800 3

10

400 600

1600

Page 15: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

Aragona Family Foundation AFF

AFF

/

Chris Earthman

AFF

2014

AFF

Student Loan Genius

PRI

AFF

Page 16: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

MRI

PRI AFF

AFF

Page 17: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

6 /

2007

2012

2018

30

16 IPO

6.2

25.6%

18

21 35

Page 18: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 19: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

/

CDFI

/

Accion Blue Orchard

Page 20: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

ImpactAssets

GIIN

ImpactBase

/

/

Page 21: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

/

Page 22: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 23: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

1.

Page 24: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

2.

/

3.

4.

5.

6. 50%

7.2

8.

ESG

Michael and Susan Dell Foundation

Page 25: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

NEERAJ AGGARWAL , , MSDF

1.

2.

3.

4.

Page 26: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

STEVEN GODEKE GODEKE

/

Page 27: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

2007

2%

2%

100%

7

Imprint Capital Impact Advisors

Page 28: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

100%

2016

2.19%

venture capital 3

2012-2014

0.2%4

Page 29: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

Nia

Nia

5

Page 30: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

www.cysff.org http://gongyi.qq.com/a/20140825/027920.htm

NGO

200

Cynthia D'Anjou

Brown

NGO

NGO

NGO

NGO

NGO

www.cysff.org http://gongyi.qq.com/a/20140825/027920.htm

NGO

200

Cynthia D'Anjou

Brown

NGO

NGO

NGO

NGO

NGO

Page 31: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

NGO

NGO

NGO

NGO

NGO

Page 32: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

NGO

Page 33: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

ESG

,

Page 34: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

,

,

Heron

100%

www.cysff.org http://gongyi.qq.com/a/20140825/027920.htm

NGO

200

Cynthia D'Anjou

Brown

NGO

NGO

NGO

NGO

NGO

Page 35: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

1.

2. ,

3.

4.

5.

Page 36: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 37: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

bcorporation.net

confluencephilanthropy.org

200

thegiin.org (Knowledge Center : thegiin.org/knowledge-center)

ImpactBase

IRIS

GIIRS

impactbase.org

Page 38: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

impactassets.org

50

investorscircle.net

missioninvestors.org

theimpact.org (Knowledge Library : theimpact.org/#resources)

Toniic

toniic.com

,

Page 39: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

unpri.org

ESG

ussif.org

Page 40: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

-

Jed Emerson

(

)

CSR

/ /

ESG

ESG

ESG

Page 41: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

MRI

PRI (1) (2)

5%

Investopedia

Page 42: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

1. assets.rockefellerfoundation.org/app/uploads/20161207192251/Impact-Measureme

nt-Landscape-Paper-Dec-2016.pdf

2. cambridgeassociates.com/research/introducing-the-impact-investingbenchmark/

3. fortune.com/2017/04/26/women-venture-capital-funding/

4. wired.com/2016/02/its-embarrassing-how-few-black-female-founders-getfunded/

5. foundationsource.com/resources/client-story/a-conversation-with-kristin-hull/

Page 43: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 44: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù

2002 30

WWW.ROCKPA.ORG

Page 45: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù
Page 46: 01 - New Impact Investing Strategy and Action - WEB...ç å ³ ³ f ² ® × [W D ,ç å Ý j ® ª = R ® ë $6 v ® m c / ² × O v ² Ë , ®§ ¼ ÆY ɪ ® '² Ëù